Jim Carroll
@ConvergeDigest
Covering all layers of network convergence from Silicon Valley
قد يعجبك
If you follow networking, enterprise infrastructure, or early-stage companies, add Meter to your watchlist. They’re taking on one of the hardest—and least disrupted—problems in tech: rethinking the entire enterprise networking stack from the ground up. At today’s event, CEO Anil…
$IonQ is buying Skyloom—bringing SDA-qualified laser crosslinks into its quantum networking stack. This marks its 5th major acquisition and its 2nd for the emerging space economy convergedigest.com/ionq-acquires-…
A statement from NVIDIA CEO Jensen Huang.
$WDC CEO Tiang Yew Tan: "The AI-driven growth in data storage is accelerating demand for higher capacity drives, which comes with greater manufacturing complexity and longer production lead times. As a result, our customers are providing greater visibility into their long-term…
Step inside of Project Rainier! 🏔️☁️ The world's most powerful AI supercomputer is here, and it's transforming AI development. Learn more. 👉 go.aws/47hzTh3
Substrate is building a next-generation foundry to return America to dominance in semiconductor production. To achieve this, we will use our technology—a new form of advanced X-ray lithography—to power them. America invented semiconductors. We will lead again.
& we’re 🅰️ll in on those beautiful waffles 🧇🧇🧇
We welcomed @ATT Chairman and CEO John Stankey to Midland for a firsthand look at the rapid development of our next-gen BlueBirds. AT&T is a key strategic partner in our mission to connect the unconnected, and together we have showcased world-firsts in space-based cellular…
5 years ago today, Starlink connected our first paying customer with high-speed, low-latency internet from space. Today, Wendy and Sean are joined by over 7M people across 150 countries, territories and markets staying connected with Starlink. Thank you to all of our customers.
At the Photonic Enabled Cloud Computing (PECC) Summit in Silicon Valley, NVIDIA’s Ashkan Seyedi put it bluntly: “We’re entering an era where the bottleneck isn’t compute—it’s the interconnect.” As GPUs scale faster than networks, optical innovation becomes the new frontier for AI…
At the #OpticaPECC Summit, @Broadcom Near Margalit shared data showing CPO systems achieving telecom-grade reliability—millions of device-hours with zero non-serviceable failures convergedigest.com/pecc-summit-br…
Just ahead of #OCPSummit, I had a chance to meet with Hasan Siraj to discuss Broadcom’s Thor Ultra — an 800G Ethernet NIC for the Ultra Ethernet era. Thor Ultra's modernized RDMA capabilities through programmable pipelines solve critical issues in multipathing and packet…
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#TechUpdate: Inside Broadcom's Thor Ultra 800G Ethernet NIC
With NTN adoption growing 25% annually, the Semtech–Skylo alliance is another step forward for global IoT—continuous coverage from cellular to satellite without integration pain convergedigest.com/106122-2/
Interesting to note that the super cluster that Microsoft launched today using NVIDIA GB300 NVL72 is interconnected using InfiniBand convergedigest.com/microsoft-laun…
The world's first large-scale @nvidia GB300 NVL72 supercomputing cluster for AI workloads is now live on Microsoft Azure. The deployment connects 4,600+ NVIDIA Blackwell Ultra GPUs using next-gen InfiniBand network—built to train and deploy advanced AI models faster than…
The new @Broadcom Tomahawk 6 “Davisson” switch pushes co-packaged optics into the 100 Tbps era — 200 G lanes, >70% lower power, and proven link stability for AI fabrics. Big step for CPO. 🎥 Watch my interview with Manish Mehta & Rajiv Pancholy: youtu.be/TyALpivqw-0
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#TechUpdate: Inside Broadcom’s 102.4 Tbps “Davisson” Switch: Co-Pac...
CoreWeave, Lambda Labs, IREN, Crusoe? The cloud is splitting in two: the general-purpose hyperscalers—and the NeoClouds, built purely for GPUs. convergedigest.com/neoclouds-the-…
Lots of insights of where AI for Networking goes next. "Networks are getting complex - the focus shifts to how insights are delivered" - Ram Ramanathan, @ribboncomm. Discover their vision for AI agents communicating via MCP protocols.
Learn more about our focus on #cloudnative technology and #AI-driven #automation,how we provide deployment automation, cloud monitoring, and security management and much more in this new report: hubs.ly/Q03LX3l-0 @ConvergeDigest, @NextGenInfra_io, @WireRoy, @AvidThink
I asked Vivek Raghunathan, CEO of Xscape Photonics, how photonics will reshape AI networks. His short answer: move light closer to compute. 🎥 Watch the full interview from AI Infra Summit: youtu.be/HnKELDYlcDQ
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#AIInfraSummit25: Xscape Photonics on Scaling AI with Light
I asked Lisa Spelman, CEO of Cornelis Networks, what it takes to deliver HPC-grade networking for AI. Her short answer: build for the workloads of tomorrow. 🎥 Full video from AI Infra Summit: youtu.be/X2OMfqQRlH8
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#AIInfraSummit25: Cornelis CEO on Scalability for AI Networking
I asked Vishal Shukla, CEO of Aviz Networks, how to simplify AI networking at scale. Here's his short answer at the recent AI Infra Summit in Silicon Valley. Think SONiC. Watch the full video here: youtu.be/hf3QKbVFC1A
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#AIInfraSummit25: Aviz CEO on Scaling AI Workloads with Open Networks
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